Skip to main content

Billing

Manage your subscription, payment methods, and invoices from the Subscription settings.

Billing Settings

Accessing Billing​

  1. Go to Settings
  2. Click the Subscription tab

Only admins can access billing settings.

Subscription Overview​

Your subscription page shows:

  • Current Plan - Your tier (Professional, Large Firm, Enterprise)
  • Billing Period - Monthly or annual
  • Next Billing Date - When you'll be charged
  • Payment Method - Card on file
  • Usage - Portals, storage, etc.

Subscription Plans​

PlanMonthlyAnnual (Save 20%)
Professional$175/month$140/month ($1,680/year)
Large Firm$350/month$280/month ($3,360/year)
EnterpriseContact us for pricingContact us for pricing

See Feature Comparison for detailed tier differences.

Changing Your Plan​

Upgrading​

To upgrade to a higher tier:

  1. Click Change Plan
  2. Select your new tier
  3. Review the changes
  4. Confirm upgrade

Upgrade billing:

  • Takes effect immediately
  • Prorated credit for current period
  • New rate charged immediately

Downgrading​

To downgrade to a lower tier:

  1. Ensure you're within new tier limits
  2. Click Change Plan
  3. Select the lower tier
  4. Review impact
  5. Confirm downgrade

Downgrade billing:

  • Takes effect at next billing date
  • Full access until then
  • No partial refunds

Checking Limits Before Downgrade​

Before downgrading, verify:

  • Portal count within new limits
  • Storage usage within new limits
  • Features you'll lose

The system warns you if limits are exceeded.

Billing Period​

Monthly Billing​

  • Charged on the same date each month
  • Easy to cancel or change
  • Slightly higher per-month cost

Annual Billing​

  • Charged once per year
  • 20% savings vs. monthly
  • Locked in for 12 months

Switching Periods​

Monthly to Annual:

  1. Click Switch to Annual
  2. See your savings
  3. Pay the annual amount
  4. Annual billing begins

Annual to Monthly:

  • Happens at renewal
  • Contact support to change mid-term

Payment Methods​

Viewing Payment Method​

Your current card shows:

  • Last 4 digits
  • Expiration date
  • Card brand (Visa, Mastercard, etc.)

Updating Payment Method​

  1. Click Update Payment Method
  2. Enter new card details
  3. Verify the card
  4. Save

The new card is charged for future invoices.

Failed Payments​

If a payment fails:

  1. You receive email notification
  2. We retry automatically
  3. Update your card to resolve
  4. Access may be limited after grace period

Invoices​

Viewing Invoices​

  1. Scroll to Billing History
  2. See list of all invoices
  3. Click an invoice to view details

Downloading Invoices​

  1. Find the invoice
  2. Click Download or PDF icon
  3. Invoice downloads as PDF

Invoice Details​

Each invoice shows:

  • Invoice number
  • Billing period
  • Plan and amount
  • Tax (if applicable)
  • Payment status

Usage and Limits​

Current Usage​

View your current usage:

MetricYour UsageLimit
Active Portals1561,000
Storage45 GB1 TB
Team Members8Unlimited

Approaching Limits​

When approaching limits:

  • Dashboard shows warning
  • Email notification sent
  • Consider upgrading

Exceeding Limits​

If you exceed limits:

  • New portals may be blocked
  • Uploads may fail
  • Upgrade required to continue

Cancellation​

Canceling Your Subscription​

  1. Click Cancel Subscription
  2. Provide feedback (optional)
  3. Review what happens
  4. Confirm cancellation

What Happens When You Cancel​

  • Access continues until period end
  • Data retained for 30 days
  • After 30 days, data may be deleted
  • Resubscribe to restore access

Reactivating After Cancellation​

Within 30 days:

  1. Sign in to your account
  2. Go to Settings → Subscription
  3. Click Reactivate
  4. Choose a plan
  5. Data is restored

Enterprise Billing​

Enterprise plans have custom billing:

  • Custom pricing
  • Custom terms
  • Invoice billing available
  • Dedicated support

Contact sales for Enterprise pricing.

Tax Information​

Tax ID / VAT​

To add your tax ID:

  1. Find Tax Information
  2. Enter your tax ID or VAT number
  3. Save

Tax ID appears on invoices.

Tax Exemption​

If tax-exempt:

  1. Contact support
  2. Provide exemption documentation
  3. We'll update your account

Receipts​

Email Receipts​

Receipts are emailed to the billing contact after each charge.

Changing Receipt Email​

  1. Find Billing Email
  2. Enter the email for receipts
  3. Save

Troubleshooting​

Payment Declined​

  1. Check card details are correct
  2. Verify sufficient funds
  3. Contact your bank
  4. Try a different card

Wrong Amount Charged​

  1. Review invoice details
  2. Check for prorations or credits
  3. Contact support if incorrect

Can't Access After Payment​

  1. Allow time for processing (up to 1 hour)
  2. Sign out and back in
  3. Clear browser cache
  4. Contact support

Missing Invoice​

  1. Check spam folder
  2. Verify billing email
  3. Download from Settings → Subscription
  4. Contact support